1
Mail lands
IMAP, POP3, or Microsoft 365. Forwarded purchase orders and rough job notes are both in scope. If a message is too messy, it waits.
2
The invoice is raised
An ERS or subcontractor PDF is prepared and the QuickBooks Online invoice or expense is created, with CIS reverse charge where that rule applies.
3
Friday still happens
A Windows task emails the wages list even when the window is closed. The reply becomes a PDF for each person and a matching expense.
4
Open the number
The dashboard is not a poster. Each count opens the emails or invoices it came from. The books stay in the Windows profile on that PC.
Inbox2Invoice